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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,732 | $55,453-50.0% | $170,435-83.7% | $62,293-55.5% |
| Participation rate | 46.0% | 66.4%-20.3pp | 83.6%-37.6pp | 69.5%-23.5pp |
| Annual return | 18.89% | 21.38%-2.5pp | 205.94%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,726 | $2,303-25.1% | $4,939-65.1% | $3,169-45.6% |
| Admin fee / account holder | $67 | $455-85.3% | $13,881-99.5% | $479-86.1% |